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Copilot Studio: How to make Dataverse Table as data source for copilot

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Posted on by Saidev3 8

We are planning to create copilot in copilot studio that will use Knowledge Article(or any other) Entity of D365 CE as data source. The main aim of this copilot is to respond to user queries based on knowledge articles entity records of Dataverse. Can anyone please let us know, If it is possible or not? If possible, how can we configure Dataverse as data source for copilot? Thanks in advance

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  • CU22081450-0 Profile Picture
    CU22081450-0 Most Valuable Professional on at

    Hi @Saidev3 ,

     

    If you are working with documents, you could use the uploaded documents in the Dataverse feature to search data across your documents with Copilot Studio.

     

    However, if you would like to use any other data source as your database (tables, lists, etc) you could look at this documentation below:

    https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-custom-data?WT.mc_id=BA-MVP-5003806 

     

    Hope that is enough for your case.

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